Data store, Webhooks, Plutio, Copper Integrations

Data store
Webhooks
Plutio
Copper
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Webhooks

Custom mailhook INSTANT

Triggers when Integromat receives data.

Webhooks

Custom webhook INSTANT

Triggers when Integromat receives data.

Plutio

Watch Invoices

Returns invoices since the last check, based on selected filters.

Plutio

Watch Proposals

Returns proposals since the last check, based on selected filters.

Plutio

Watch Task

Returns tasks since the last check, based on selected filters.

Plutio

Webhook/Instant Notification INSTANT

Triggers based on the events selected in Plutio webhooks settings.

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Actions

Data store

Add/replace a record

Adds or replaces a record in the data store.

Data store

Count records

Returns the count of all the records in the specified Data store.

Data store

Delete all records

Deletes all records from the data store.

Data store

Delete a record

Deletes a specific record from the data store.

Data store

Get a record

Retrieves a specific record from the data store.

Data store

Check the existence of a record

Checks if a specific record exists in the data store.

Data store

Search records

Returns the records matching the specified criteria.

Data store

Update a record

Updates a record in the data store

Webhooks

Webhook response

Creates a response to the webhook.

Plutio

Copy a Task

Creates a copy of an existing task in a particular task group.

Plutio

Copy a Task Board

Copies a task board to another project.

Plutio

Copy a Task Group

Creates a copy of an existing task group.

Plutio

Create an Invoice

Creates an Invoice.

Plutio

Create an Item

Creates a new item.

Plutio

Create a Note

Creates a note for a person or company.

Plutio

Create a Person

Creates a new person.

Plutio

Create a Project

Creates a new project.

Plutio

Create a Proposal

Creates a new proposal.

Plutio

Create a Task

Creates a new task.

Plutio

Create a Task Board

Ceates a new task board.

Plutio

Create a Task Group

Creates a new task group.

Plutio

Create a Template

Create a template.

Plutio

Delete a Task

Deletes a task.

Plutio

Make an API Call

Performs an arbitrary authorized API call.

Plutio

Move a Task

Moves a task to a different task group.

Plutio

Update an Invoice

Updates an invoice.

Plutio

Update a Person

Updates a person.

Plutio

Update a Project

Updates a project.

Plutio

Update a Task

Updates a task.

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Searches

Plutio

Get an Invoice

Returns Invoice by ID.

Plutio

Get a Person

Returns one or several persons.

Plutio

Get a Project

Returns a one or several projects.

Plutio

Get a Proposal

Returns one or several proposals by search parameters.

Plutio

Get a Task

Returns a task by ID.

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

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